About Paul Winkler Inc

Technologies, political administrations and financial challenges will change, but like the principles for successfully navigating a boat, the principles for managing your investment portfolio remain constant - no matter what your craft!

Maintaining your "sanity" in even normal times is a challenge when it comes to your investments. Add some choice new tax laws, reshaping the landscape in America's healthcare, continued struggles in the Middle East and upheaval in the European Union and it can get downright frustrating.

At the end of the day, though, a diversified portfolio across the free world's capital markets have consistently provided a significant return in excess of inflation. Government bonds the world over continue to be the best source of stability for the fixed income allocation in a portfolio. Our goal is to help you focus on what truly matters in order to achieve peace of mind about your investments and make you a confident investor.

Technology is great, but it's no substitute for good old, personal interaction.

Don't let the technology keep you from giving us a call or firing off an email to ask us a question, or get more information about becoming one of our many confident clients.

We look forward to seeing how we can be a part of making your dreams come true and watching you become a confident investor!

Dan is entering his 15th year in the financial service industry. He is a 1978 graduate of William & Mary. He holds the designation of Certified Financial Planner™ professional.
Evan Barnard is a Certified Financial Planner® Certificant Registered Financial Consultant. He received his BBA in Management from Texas A & M University.

Q.

What is your approach to financial planning?

We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring.

We will be your primary advisors, but we do have a team of financial professionals, accountants and attorneys to assist in the planning process.

Q.

How are you compensated? How will I pay for your services?

Fee only advisory firm.

Q.

Have you ever been charged with any breaches?

No

Q.

What financial institution(s) do you represent?

Paul Winkler Inc. is an independant RIA Firm.

Q.

How do you charge for your services?

Fee only advisory firm.

Q.

Do you provide a free initial consultation?

Yes

Q.

Why should I choose you as my financial advisor?

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you.